The Medical Expert Witness: Why You Need One and How to Find Them (On-Demand)

General Credits:


Course Description

The testimony of a medical expert can make or break your case so finding the right one can be a daunting assignment. But it doesn’t have to be! By knowing the type of expert you need, where to find them, and how to retain them you can successfully build a panel of experts that will not only help educate and prepare your attorneys but also strengthen your case and reel in juries. In this course, you will learn how to decipher the different types of medical experts and determine which you need for your cases and then how to find and retain them.


  • What is a medical expert and why do we need one?
  • What kind of expert do you need?
  • How to find your expert
  • Evaluating your intended expert
  • Retention of your expert
  • Before reaching out


  1. What is a medical expert and why do we need one?
      • Purpose of a medical expert, role in cases and trial
      • Different state requirements regarding experts: Daubert standard, Frye standard, geographical requirement, chronological requirements
  2. What kind of expert do you need?
      • Reading your complaint
      • SOC, causation, and damage experts
      • General cardiology, interventional cardiology, preventative cardiology…what is the difference and who do I need?
  3. How to find your expert:
      • Search engines: advantages and limitations
      • Universities and educational programs: who and what to look for
      • Text books and publications: What to look for and where to find it
      • Attorney referrals: Who to ask and when
      • Case reports: Where to find them and what to look for
      • Witness directories: Beware of the expert that everyone knows!
  4. Evaluating your intended expert:
      • Reviewing credentials and professional information
        • CV’s. licensing, accreditation, certifications, professional organizations
      • History of discipline and medical malpractice claims/cases
      • History of performing as medical expert:
        • Plaintiff vs defense
        • How often and how much?
        • Past testimonies
  5. Retention of your expert:
      • Finding contact information
      • Cold calls- who to talk to and what to ask
      • Cold emails- where to send and what to include
      • What to do when they answer?
  6. Before reaching out:
      • Case review:
        • Affidavit of Merit (what, who, and why?)
        • Names parties
        • Client background
      • Attorney preference


Katie Clark MSN, MBA, RN

Credit Details

Course Type

Course Instructor

Katie Clark MSN, MBA, RN

Original Date Of Course

General Credits